# SHIKIAR ASSET MANAGEMENT INC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1058022.

- Quarter ended: 2026-06-30
- Filed: 2026-07-21
- Reported value: $395.8k
- Positions: 113 (114 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1058022/000105802226000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [APPLE (AAPL)](/companies/aapl.md) | COM | $77.6k | 19.6% | 268,034 |  | Reduced −4,635 |
| [AMAZON.COM (AMZN)](/companies/amzn.md) | COM | $20.9k | 5.3% | 87,537 |  | Reduced −2,392 |
| [ADVANCED MICRO DEVICES INC COM (AMD)](/companies/amd.md) | COM | $20.9k | 5.3% | 35,913 |  | Added +8,967 |
| [ALPHABET INC CL C (GOOGL)](/companies/googl.md) | COM | $19.5k | 4.9% | 55,158 |  | Reduced −1,020 |
| [TAIWAN SEMICONDUCTOR MFG CO (TSM)](/companies/tsm.md) | COM | $12.4k | 3.1% | 25,931 |  | Reduced −1,811 |
| [MICROSOFT (MSFT)](/companies/msft.md) | COM | $11.4k | 2.9% | 30,435 |  | Reduced −180 |
| [CITIGROUP INC (C)](/companies/c.md) | COM | $11.2k | 2.8% | 80,125 |  | Reduced −3,740 |
| [INCYTE (INCY)](/companies/incy.md) | COM | $10.5k | 2.7% | 92,875 |  | Reduced −725 |
| LINDE PLC NEW | COM | $9.8k | 2.5% | 18,854 |  | Reduced −25 |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $9.1k | 2.3% | 104,234 |  | Added +4,511 |
| ALERIAN MLP ETF | COM | $8.8k | 2.2% | 169,155 |  | Reduced −9,390 |
| [MADRIGAL PHARMACEUTICALS INC (MDGL)](/companies/mdgl.md) | COM | $8.0k | 2.0% | 14,950 |  | Added +10,950 |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | COM | $7.0k | 1.8% | 16,230 |  | Reduced −4,660 |
| [WHEATON PRECIOUS METALS CORP (WPM)](/companies/wpm.md) | COM | $7.0k | 1.8% | 62,030 |  | Reduced −6,965 |
| [BANK OF AMERICA (BAC)](/companies/bac.md) | COM | $6.8k | 1.7% | 119,595 |  | Reduced −150 |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $6.2k | 1.6% | 33,205 |  | New +33,205 |
| [LXP INDUSTRIAL TRUST (LXP)](/companies/lxp.md) | COM | $6.2k | 1.6% | 115,355 |  | Reduced −18,125 |
| [CAPITAL ONE FINANCIAL (COF)](/companies/cof.md) | COM | $6.1k | 1.5% | 30,458 |  | Reduced −19,525 |
| [FREEPORT MCMORAN, INC. CL B (FCX)](/companies/fcx.md) | COM | $6.1k | 1.5% | 96,600 |  | Reduced −54,170 |
| [ROYAL BANK OF CANADA (RY)](/companies/ry.md) | COM | $5.4k | 1.4% | 26,290 |  | Unchanged |
| SLM CORP PFD SER B 5.626 | PFD | $5.3k | 1.3% | 71,325 |  | Reduced −4,425 |
| [EQT CORP (EQT)](/companies/eqt.md) | COM | $5.2k | 1.3% | 98,055 |  | Reduced −12,750 |
| SYNCHRONY FINANCIAL SER B 8.25 | PFD | $5.2k | 1.3% | 201,530 |  | Reduced −18,450 |
| [BLACKSTONE SECURED LENDING FUN (BXSL)](/companies/bxsl.md) | COM | $5.0k | 1.3% | 212,500 |  | Reduced −52,440 |
| [FORGENT POWER SOLUTIONS INC (FPS)](/companies/fps.md) | COM | $4.8k | 1.2% | 86,290 |  | New +86,290 |
| [INTERNATIONAL BUSINESS MACHINE (IBM)](/companies/ibm.md) | COM | $4.7k | 1.2% | 16,625 |  | New +16,625 |
| [SPDR GOLD TRUST (GLD)](/companies/gld.md) | COM | $4.3k | 1.1% | 11,766 |  | Added +115 |
| [WILLIS LEASE FINANCIAL CORP (WLFC)](/companies/wlfc.md) | COM | $4.2k | 1.1% | 18,565 |  | Added +6,095 |
| FTAI AVIATION PFD SER D 9.5 | PFD | $4.1k | 1.0% | 150,130 |  | Reduced −10,800 |
| [CIGNA GROUP (CI)](/companies/ci.md) | COM | $4.1k | 1.0% | 14,917 |  | Reduced −775 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $3.6k | 0.9% | 14,538 |  | Reduced −2,085 |
| [SLM CORP (SLM)](/companies/slm.md) | COM | $3.5k | 0.9% | 135,650 |  | Reduced −77,450 |
| [BLACKSTONE MORTGAGE TRUST INC (BXMT)](/companies/bxmt.md) | COM | $3.5k | 0.9% | 204,900 |  | Added +30,200 |
| VANGUARD RUSSELL 1000 GROWTH I | COM | $3.0k | 0.8% | 23,500 |  | Unchanged |
| [GOLUB CAPITAL BDC INC (GBDC)](/companies/gbdc.md) | COM | $2.9k | 0.7% | 223,750 |  | Reduced −27,550 |
| JACKSON FINANCIAL SER A 8 | PFD | $2.4k | 0.6% | 93,350 |  | Reduced −3,500 |
| LINCOLN NATIONAL CO PFD SER D | PFD | $2.1k | 0.5% | 81,775 |  | Reduced −2,750 |
| [WESCO INTL INC (WCC)](/companies/wcc.md) | COM | $2.0k | 0.5% | 5,840 |  | Reduced −2,795 |
| [PALANTIR TECHNOLOGIES INC CL A (PLTR)](/companies/pltr.md) | COM | $2.0k | 0.5% | 17,181 |  | Reduced −3,630 |
| AFFILIATED MANAGERS GROUP PFD | PFD | $1.9k | 0.5% | 81,000 |  | Reduced −3,450 |
| ENERGY SELECT SECTOR SPDR | COM | $1.8k | 0.5% | 34,525 |  | Reduced −2,825 |
| PEBBLEBROOK HOTEL TR PFD SER G | PFD | $1.8k | 0.4% | 90,550 |  | Added +14,600 |
| [SALESFORCE INC. (CRM)](/companies/crm.md) | COM | $1.8k | 0.4% | 11,300 |  | Reduced −3,407 |
| TELEPHONE & DATA SYSTEMS SER U | PFD | $1.7k | 0.4% | 85,700 |  | Added +18,900 |
| [MORGAN STANLEY DIRECT LENDING (MSDL)](/companies/msdl.md) | COM | $1.7k | 0.4% | 112,750 |  | Added +8,150 |
| [AXON ENTERPRISE INC (AXON)](/companies/axon.md) | COM | $1.7k | 0.4% | 3,000 |  | Unchanged |
| DANAOS CORP | COM | $1.5k | 0.4% | 12,240 |  | Reduced −2,045 |
| APOLLO GLOBAL MGMT PFD 7.625 | PFD | $1.5k | 0.4% | 58,500 |  | Reduced −4,700 |
| VORNADO REALTY SER N 5.25 | PFD | $1.5k | 0.4% | 83,100 |  | Added +2,500 |
| [CBRE GROUP (CBRE)](/companies/cbre.md) | COM | $1.4k | 0.4% | 10,716 |  | Reduced −30,115 |
| CHUBB LTD | COM | $1.4k | 0.4% | 4,174 |  | Reduced −1,526 |
| PITNEY BOWES SER B 6.70 | PFD | $1.4k | 0.3% | 70,000 |  | Added +37,700 |
| [NOKIA (NOK)](/companies/nok.md) | COM | $1.4k | 0.3% | 103,190 |  | New +103,190 |
| [FRONTVIEW REIT INC (FVR)](/companies/fvr.md) | COM | $1.2k | 0.3% | 61,350 |  | New +61,350 |
| VALLEY NATL BANCORP PFD SER C | PFD | $1.2k | 0.3% | 45,700 |  | Added +16,600 |
| BABCOCK & WILCOX SER A 7.75 | PFD | $1.1k | 0.3% | 51,500 |  | Added +19,000 |
| [COSTCO WHOLESALE CORP (COST)](/companies/cost.md) | COM | $1.0k | 0.3% | 1,115 |  | Unchanged |
| SL GREEN REALTY CORP PFD I 6.5 | PFD | $1.0k | 0.3% | 48,750 |  | Added +4,500 |
| VORNADO REALTY SER M 5.25 | PFD | $1.0k | 0.3% | 57,250 |  | Reduced −250 |
| [GOLDMAN SACHS BDC INC (GSBD)](/companies/gsbd.md) | COM | $975 | 0.2% | 102,900 |  | Added +33,950 |
| [FORTRESS BIOTECH INC (FBIO)](/companies/fbio.md) | COM | $935 | 0.2% | 305,469 |  | Unchanged |
| [DANAHER CORP COM (DHR)](/companies/dhr.md) | COM | $908 | 0.2% | 4,767 |  | Unchanged |
| [LOEWS CORP (L)](/companies/l.md) | COM | $862 | 0.2% | 7,615 |  | Reduced −1,005 |
| [JP MORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $834 | 0.2% | 2,549 |  | Unchanged |
| PEBBLEBROOK HOTEL TR PFD SER H | PFD | $811 | 0.2% | 46,250 |  | Added +7,800 |
| UNIT CORP | COM | $807 | 0.2% | 25,800 |  | Reduced −6,500 |
| [BERKSHIRE HATHAWAY DEL CL A (BRK-B)](/companies/brk-b.md) | COM | $749 | 0.2% | 1 |  | Unchanged |
| GREEN BRICK PARTNERS PFD SER A | PFD | $747 | 0.2% | 34,400 |  | Unchanged |
| [ROBINHOOD MKTS INC COM CL A (HOOD)](/companies/hood.md) | COM | $745 | 0.2% | 7,432 |  | Reduced −100 |
| HOVNANIAN ENTERPRISES SER A 7. | PFD | $681 | 0.2% | 33,050 |  | Added +4,500 |
| [GAMING AND LEISURE PROPERTIES, (GLPI)](/companies/glpi.md) | COM | $666 | 0.2% | 14,952 |  | Reduced −4,500 |
| [CAPSTONE ENERGY  INC (CEPL)](/companies/cepl.md) | COM | $641 | 0.2% | 69,700 |  | Added +39,450 |
| [ZSCALER (ZS)](/companies/zs.md) | COM | $639 | 0.2% | 4,530 |  | Reduced −13,223 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $604 | 0.2% | 1,600 |  | Added +700 |
| EATON VANCE DIVERSIFIED EQUITY | COM | $580 | 0.1% | 39,865 |  | Unchanged |
| HERMES INTERNATIONAL ADR | COM | $565 | 0.1% | 3,085 |  | Reduced −7,410 |
| EATON VANCE TAX ADV DIVID INCO | COM | $554 | 0.1% | 20,000 |  | Unchanged |
| [ALPHABET INC CAP STK CL A (GOOGL)](/companies/googl.md) | COM | $552 | 0.1% | 1,544 |  | Unchanged |
| [AMTECH SYSTEMS INC (ASYS)](/companies/asys.md) | COM | $509 | 0.1% | 22,075 |  | New +22,075 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $483 | 0.1% | 1,900 |  | Unchanged |
| [MCDONALDS (MCD)](/companies/mcd.md) | COM | $472 | 0.1% | 1,745 |  | Unchanged |
| [CORE SCIENTIFIC INC (CORZ)](/companies/corz.md) | COM | $444 | 0.1% | 17,350 |  | Reduced −2,925 |
| [EATON VANCE TAX MANAGED GLOBAL (ETW)](/companies/etw.md) | COM | $435 | 0.1% | 45,100 |  | Unchanged |
| [NVIDIA CORP (NVDA)](/companies/nvda.md) | COM | $422 | 0.1% | 2,110 |  | Unchanged |
| [OGE ENERGY CORP (OGE)](/companies/oge.md) | COM | $414 | 0.1% | 8,500 |  | New +8,500 |
| [INTEL (INTC)](/companies/intc.md) | COM | $359 | <0.1% | 2,570 |  | New +2,570 |
| [EATON VANCE TAX MANAGED BUY-WR (ETV)](/companies/etv.md) | COM | $343 | <0.1% | 23,075 |  | Unchanged |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $341 | <0.1% | 284 |  | Unchanged |
| UROGEN PHARMA LTD | COM | $322 | <0.1% | 8,750 |  | Reduced −2,000 |
| [OATLY GROUP AB (OTLY)](/companies/otly.md) | COM | $318 | <0.1% | 34,000 |  | Added +10,000 |
| [COREWEAVE INC (CRWV)](/companies/crwv.md) | COM | $314 | <0.1% | 3,150 |  | Unchanged |
| [ENTERPRISE PRODUCTS PARTNERS L (EPD)](/companies/epd.md) | COM | $312 | <0.1% | 8,500 |  | Unchanged |
| [OPTICAL CABLE CORP (OCC)](/companies/occ.md) | COM | $306 | <0.1% | 14,600 |  | Reduced −13,550 |
| SIVERS SEMICONDUCTORS AB REGIS | COM | $302 | <0.1% | 45,125 |  | New +45,125 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $297 | <0.1% | 872 |  | Reduced −297 |
| [ONDAS HOLDINGS (ONDS)](/companies/onds.md) | COM | $294 | <0.1% | 35,700 |  | Added +18,950 |
| [TECOGEN INC (TGEN)](/companies/tgen.md) | COM | $282 | <0.1% | 54,050 |  | Added +36,400 |
| [CHIRON REAL ESTATE INC (XRN)](/companies/xrn.md) | COM | $281 | <0.1% | 7,500 |  | New +7,500 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $278 | <0.1% | 2,050 |  | Unchanged |
| [WASTE MANAGEMENT INC (WM)](/companies/wm.md) | COM | $253 | <0.1% | 1,133 |  | Reduced −160 |
| [SOLSTICE ADVANCED MATERIALS IN (SOLS)](/companies/sols.md) | COM | $252 | <0.1% | 2,843 |  | Reduced −741 |
| [PROCTER & GAMBLE (PG)](/companies/pg.md) | COM | $248 | <0.1% | 1,690 |  | Unchanged |
| [EATON VANCE TAX ADV GLOBAL DIV (ETG)](/companies/etg.md) | COM | $247 | <0.1% | 10,500 |  | Unchanged |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM | $247 | <0.1% | 569 |  | New +569 |
| [DINE BRANDS GLOBAL INC (DIN)](/companies/din.md) | COM | $242 | <0.1% | 6,750 |  | New +6,750 |
| [HONEYWELL TECHNOLOGIES (HON)](/companies/hon.md) | COM | $220 | <0.1% | 982 |  | New +982 |
| [HONEYWELL AEROSPACE INC (HONA)](/companies/hona.md) | COM | $217 | <0.1% | 982 |  | New +982 |
| [PARAMOUNT SKYDANCE CORP (SKYD)](/companies/skyd.md) | COM | $163 | <0.1% | 16,500 |  | Added +6,500 |
| HONEY BADGER SILVER INC | COM | $160 | <0.1% | 300,000 |  | Added +100,000 |
| [COTY INC (COTY)](/companies/coty.md) | COM | $124 | <0.1% | 57,500 |  | Unchanged |
| [ORASURE TECHNOLOGIES (OSUR)](/companies/osur.md) | COM | $67 | <0.1% | 15,000 |  | Reduced −10,000 |
| [ALLOGENE THERAPEUTICS INC (ALLO)](/companies/allo.md) | COM | $33 | <0.1% | 15,750 |  | Unchanged |
| [BUZZFEED INC CL A (BZFD)](/companies/bzfd.md) | COM | $22 | <0.1% | 15,000 |  | New +15,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BANKUNITED INC (BKU)](/companies/bku.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,500 |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,578 |
| FTAI AVIATION PFD SER C 8.25 | PFD | $0 | 0.0% | 0 |  | Sold out −31,700 |
| HONEYWELL INTL INC | COM | $0 | 0.0% | 0 |  | Sold out −2,098 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $0 | 0.0% | 0 |  | Sold out −326 |

Source: SEC EDGAR, Form 13F-HR, accession 0001058022-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.